See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,536 | $109,881+10.6% | $150,045-19.0% | $84,808+43.3% |
| Participation rate | 85.4% | 76.1%+9.3pp | 82.3%+3.1pp | 68.3%+17.1pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $3,934 | $3,561+10.5% | $4,693-16.2% | $2,631+49.5% |
| Participant deferral / active EE | $7,547 | $6,636+13.7% | $7,997-5.6% | $4,212+79.2% |
| Admin fee / account holder | $1,987 | $8,568-76.8% | $13,435-85.2% | $7,344-72.9% |